GSW 0.00% 29.0¢ getswift limited

Ann: Appendix 4E and 2018 Financial Report, page-11

  1. 1,621 Posts.
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    True that.

    I do find it frustrating however that the quarterlies talk about revenue growth (which can include larger interest after a capital raise on higher R&D Tax Incentive because of more expenses) without explaining the context of the core trading revenue.

    I suppose that's the good thing about the full year financial report - this stuff is available then.

    But spare me the bullshit comparison commentary in the quarterlies - that's the thing that makes me distrust (and i am such a believer in this businesses ability to scale at a rate of knots)

    trading at a 20% discount to NTA for a high growth tech business! But we know the reasons for that. Comfortable to be in at these prices.
 
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